Investing lessons from the pandemic
Narratives are significant vectors of rapid culture change, zeitgeist, and economic behaviour. Nobel laureate and renowned economist Robert J. Shiller wrote that in his book on Narrative Economics in 2019. There…
How to Overcome behavioural biases in Investing
Not many people invest in India's stock market. Merely 3% of India's population directly get involved. In America, that is 55%. Retail mutual fund investors have assets equivalent to 16%…
MARKETS AT DIZZYING HEIGHTS – WHAT CAN GO WRONG?
The 2008 global financial crisis or GFC was called a Black Swan event. It hit the global financial system like never before. A marquee bank like Lehman Brothers does not…
SPAC – the next big investment opportunity!
First thing first, let’s get the definition out of the way. The SPACs are shell companies, in other words, a “Blank Cheque” company, created for a specific purpose of acquiring…
Of Bear Markets, Millennials and Generation Z
Equity markets, by their very nature, are volatile. Stock prices, even of the best Companies, go up and come down all the time. The unending quest for the listed company…
UNRAVELLING THE MYSTERY OF MISSING SEMI-CONDUCTOR CHIPS
What are semiconductor chips? Well, a simple explanation! the chips are there in almost everything we use today. The chips are there in our computers, phones, TVs, cars - it…
Inflation-proof your portfolio
With the outbreak of coronavirus pandemic, central banks globally are facing a tightrope walk between inflation and economic growth. Earlier this week USA reported largest gain of 0.9% (for June…
Alphaniketan is an Investors Education initiative from Alphaniti
Investing at Market Peaks
Ever since the stock market hit its recent low in March 2020 correcting some 40% in response to the Covid-19 related lockdown and the ongoing sharp rebound thereafter, market experts have been largely caught on the wrong foot, intermittently predicting boom times ahead and a sharp correction.
(more…)The market is now up about 80% from the March lows and some 40 to 50% above the Nifty targets given by most of the leading brokerages in April 2020.
Alphaniketan is an Investors Education initiative from Alphaniti
How healthy are India’s banks?
In any economy, banks play an important role.
They serve as water to seeds of impressive and profitable ideas which blossom and usher growth and prosperity. In fact, the extent of business in banking sector is indicative of an economy’s health. For a growing economy like India, banking sector assumes greater significance given its pivotal role in reviving the economy. In this context, it is important to understand how healthy are India’s banks to withstand the demand-destructive impact of the widespread of the Coronavirus.
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Alphaniketan is an Investors Education initiative from Alphaniti
Opportunity in adversity
The story of India’s pharmaceuticals industry in the context of COVID-19
Not every extraordinary situation turns out to be unfavourable for an economy. There are sectors which benefit amply from extraordinary situations like the pandemic. One such sector is pharmaceuticals. The pandemic which had destroyed demand in most key sectors has clearly brought India’s pharmaceuticals sector at the centre of most analysis and predictions.
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